Client Service Advisor
Client Service Advisor
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$ 125000 - 160000
1 Vacancy
Job Description
The Institutional Client Service Advisor (CSA) role is an important relationship management and servicing role within Neuberger Bermans North America (NA) institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor(s) (Institutional salesperson) and/or Senior Client Service Advisors and reports to the Head of North America Client Service. Each Client Service Advisor is expected to have the ability to forge close relationships with senior client representatives be adept at understanding client needs and in response to those needs show an ability to deliver value-added services customized to each clients requirements. CSAs are also expected to work very closely with the Client Advisors they support and leverage their deep client knowledge to identify at-risk relationships and forge plans to retain them or help Client Advisors identify cross-selling opportunities. This role also requires each CSA to develop strong relationships with Neuberger Bermans investment professionals including portfolio managers and product specialists together with operations and functions they partner with. CSAs also need to work both autonomously and within a team environment being flexible and possessing a team-oriented outlook.
CSAs partner with many functions across Neuberger Berman including our operations legal and compliance mutual fund services and new mandate onboarding team. On reporting specifically CSAs are supported by our client reporting and analytics team which is aligned against each investment capability of Neuberger Berman.
Responsibilities:
Provide leadership for and management of all activities and matters relating to client servicefor the assigned book of clients. Drive the delivery of premium service across the client base
Develop individual client relationship plans covering the service engagement model working closely with the Client Advisor(s) supported
Proactively implement the appropriate client servicing standardsincluding reporting cadence of portfolio reviews and due diligence meetings and put together appropriate client communication plans
Develop relationships with appropriate client contactsand set their own relationship management schedule with appropriate touch points (including light travel when needed); use touch points to keep current on changes being made new managers being added portfolio restructuring being considered consultant/staff changes competitor insights etc. and systematically share insights with both the consultant coverage team and client advisor
Have an in-depth understanding of the client portfolio and performance;provide proactive support and communication to clients with respect to production/firm performance attributes and developments
Partner with Neuberger Bermans reporting and analytics teamsin New York and Chicago to ensure the quality of client review materials. Provide PMs with appropriate materials and insights to ensure they have sufficient depth on the clients needs in advance of each Client/Portfolio Manager interaction
Prepare lead and attend portfolio review meetingswith Portfolio Managers and provide necessary follow-up including call notes.
Manage and oversee all aspects of client administration and related service deliveryfrom other internal support functions. Review reporting content and be ultimately responsible for the quality of content delivered to clients
Be the lead on all client interactions during the onboarding process leveraging the onboarding team for project management internally. Proactively use the onboarding process to communicate the Neuberger Berman proposed servicing model and gain insight into client needs including their expectations on how we interact with their consultants and other partners if applicable
Together with Legal partners negotiate Investment Management Agreementswith effective communication to the client regarding policy and investment management issues. Proactively ensure Neuberger Berman delivers on all requirements established in the Investment Management Agreements
For customized portfolios provide appropriate depthon the clients mandate investment benchmarks guidelines and servicing requirements to ensure all internal partners have the necessary information to act
Coordinate the drafting of agreementsand perform the due diligence process for new clients with internal departments
Proactively identify trigger events putting mandates at risk(e.g. M&A staff change field or firm consultant change change in consultant view on the strategy) and work with client advisors to mobilize the firm on at-risk mandates
Utilize contact management system (Salesforce)for entering meeting requests documenting client interactions distributing call notes onboarding kick-off and relationship maintenance
Ensure client receives IMA deliverables(ADV insurance certificates downgrade notifications personnel updates etc.).
Enter client-directed cash flows
Play a communications integrator roleacross Client Advisors and Consultant Relations
Attend industry conferencesas a senior representative of Neuberger Berman as required
Qualifications:
510 years of relevant asset management experiencepreferably in a multi-asset class work environment covering mutual fund and SMA products as well as working knowledge of equity alternative products and instruments
Series 7 66 and 31 licenses preferred(required within six months of employment)
Strong written and oral communication skills accountable with excellent attention to detail
Strong organizational skills; ability to prioritize work within a dynamic deadline-driven environment
Highly motivated team playerwith a desire to work on a wide range of projects
Exhibits a high degree of integrityand interest in financial markets and investment strategy
Ability to work well with different individuals and contactsof all levels of the business in a high-pressure environment
Detail-orientedwith strong organizational and follow-up skills
Strong analytical problem-solving and project management skills
Excellent presentation business writing and oral communication skills
Proficient in Microsoft Word Excel and PowerPoint
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Compensation Details
The salary range for this role in Illinois is $125000-$160000 and the salary range for the role in New York is $125000-$160000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
